CFFP

Center for Financial Planning Portfolio holdings

AUM $872M
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$972K
3
+$669K
4
MCD icon
McDonald's
MCD
+$591K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$513K

Top Sells

1
+$985K
2
+$680K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$417K
5
ADC icon
Agree Realty
ADC
+$346K

Sector Composition

1 Financials 4.68%
2 Technology 4.24%
3 Healthcare 2.81%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$12.9K ﹤0.01%
200
377
$12.8K ﹤0.01%
76
-11
378
$12.8K ﹤0.01%
131
379
$12.7K ﹤0.01%
42
380
$12.4K ﹤0.01%
283
381
$12.1K ﹤0.01%
200
382
$12.1K ﹤0.01%
100
383
$12.1K ﹤0.01%
350
-350
384
$11.8K ﹤0.01%
110
385
$11.8K ﹤0.01%
149
386
$11.7K ﹤0.01%
65
387
$11.6K ﹤0.01%
138
+38
388
$11.4K ﹤0.01%
500
389
$11.3K ﹤0.01%
349
390
$11.3K ﹤0.01%
103
391
$11.3K ﹤0.01%
+432
392
$11.3K ﹤0.01%
216
393
$11.2K ﹤0.01%
99
-46
394
$11.1K ﹤0.01%
1,213
395
$10.9K ﹤0.01%
130
396
$10.5K ﹤0.01%
45
397
$10.2K ﹤0.01%
38
398
$10.1K ﹤0.01%
187
399
$9.78K ﹤0.01%
1,097
400
$9.74K ﹤0.01%
40
-10
14 15
16
17 18